Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, June 8th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. It's finally here--Your Book Recommendations! I'll be adding to the list as more recommendations have come in over the past week. I'll also be adding my recommendations to the list soon. 3 Things...
9 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, June 8th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. I know I said the list of book recommendations would be ready this week, but I need one more week! 3 Things The Permission Paradox (Dan Haylett) Using AI for Tax Research (Oblivious Investor)...
16 days ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, June 8th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. I'm still working on the list of book recommendations. It will be ready next week. 3 Things How Portfolio Diversification Works in Inflationary Periods (Morningstar) The 4 Abilities Every...
23 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, May 11th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. A big thank you to everyone who sent me book recommendations last week. I plan to publish the list in next week's newsletter, so there's still time to send in more recommendations. 3 Things...
about 1 month ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, May 11th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things Why I've Changed My Mind About Dividend-Paying Stocks (Morningstar) Why Tax-Efficient Retirement Income Is About Structure (Retirement Researcher) How I Became A 401(k) Millionaire (The...
about 1 month ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, May 11th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things Security Keys: The Most Secure Way to Log In (Oblivious Investor) Is Your Cautious Retirement Spending Doing More Harm Than Good? (Morningstar) Retirement Is A Relationship Problem...
about 1 month ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, April 20th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things You Worked Too Long and Saved Too Much (Humans vs Retirement) Why Portfolio Diversification Has Paid Off—but More Isn't Always Better (Morningstar) Investing & Spending in Uncertain...
about 2 months ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, April 20th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Special Live Show: On Tuesday, April 14th at 10 am ET, we'll have a live retirement planning session. Bring your questions about using retirement planning tools, budgeting tools and anything...
about 2 months ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, April 6th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. 50 years. 50 facts. Indexing since 1976. (Vanguard) 2. Vanguard Wellesley Income Is Still a Strong Choice Despite a Tough Stretch (Morningstar) 3. Passive Aggressive: Bogle's Warning...
2 months ago • 1 min read